Announced

Bluespring Wealth Partners to acquire CD Wealth Management.

Synopsis

Bluespring Wealth Partners, a wealth management firm, agreed to acquire CD Wealth Management, an operator of a financial advisory and wealth services firm. Financial terms were not disclosed. “CD Wealth Management’s highly motivated team has built an exceptional reputation because of the company’s culture and its client-first focus on results. We’re excited to add more from Kestra Holdings’ ecosystem of resources and capabilities to CD Wealth’s operations as a model for innovation in wealth management," Stuart Silverman, Bluespring Wealth Partners President.

Show Details & Financials

Did you work on this deal?

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Sort

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy

All rights reserved. Copyright © 2025 Datasite